401(k) · DOL Form 5500 · 2023
Louisiana Health Service & Indemnity Company 401(k) Plan
Data updated 2026-08-25
- $594M
- Total assets Above avg plan size
- 3,719
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $159,768
- Avg per participant Above avg balance/head
Official DOL plan name: Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program · Sponsored by Louisiana Health Service & Indemnity Company · Louisiana · Finance & Insurance
$594M in assets, 3,719 participants
Louisiana Health Service & Indemnity Company's Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program reported $594M in total assets and 3,719 participants in its 2023 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #8,526 in Finance & Insurance (8,869 peers)
Coverage in Louisiana
Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program covers 3,719 participants in Louisiana, 7.5x the typical Louisiana plan (state average ~495 per filing). Assets: $594M.
- #8,526
- in Finance & Insurance (8,869 peers)
- +21.1%
- assets growth YoY
- 6.0×
- vs typical plan assets (national mean)
Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program's outsized position by total assets
Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$594,178,492 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program lands in the large band (3,719 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program reported net income rose from -$101M in the plan year 2022 filing to $104M in the plan year 2023 filing.
- Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program end-of-year assets rose from $491M in the plan year 2022 filing to $594M in the plan year 2023 filing.
- Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program reported participants rose from 3,660 in the plan year 2022 filing to 3,719 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 237384555 · Louisiana Health Service & Indemnity Company PY 2023 · 401(k)
Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program · $594M · 3,719 · 98th
- EIN $594M
- EIN 3,719
- EIN 98th
- EIN 401(k)
- EIN near Avantor Retirement Savings 401(k) Plan and Trust
- EIN ind #8526
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Louisiana →
Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $491M |
|---|---|
| Net Assets (End of Year) | $594M |
| Net Income | $104M |
| Employer EIN | 237384555 |
| Plan Effective Date | 1988-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Louisiana Health Service & Indemnity Company)
Sponsor-wide plan assets over time
All Louisiana Health Service & Indemnity Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $661M 34.62943342373331% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,660 | $491M |
| 2023 | 1 | 3,719 | $594M |
| 2024 | 1 | 3,698 | $661M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.1B · 24,522
- Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
- Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
- Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
- Amedisys Holding, LLC 401(k) Plan $849M · 20,100
Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Avantor Retirement Savings 401(k) Plan and Trust in PA ($594M); by covered participants it is Cec Entertainment 401(k) Retirement & Savings Plan in TX (3,719 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($594M here).
- Avantor Retirement Savings 401(k) Plan and Trust (PA) $594M · 6,128
- Stagwell Global 401(k) Plan (DC) $595M · 7,161
- Protective Life Corporation 401(k) Plan (AL) $594M · 3,703
- San Francisco Electrical Workers Retirement Savings Plan (CA) $595M · 2,437
Similar participant headcount
Nearest other-state filings by covered participants (3,719 participants); asset peers above are excluded.
- Cec Entertainment 401(k) Retirement & Savings Plan (TX) 3,719 · 0 off
- Snap Inc. 401(k) Retirement Savings Plan (CA) 3,719 · 0 off
- 1life Healthcare, Inc. 401(k) Plan (CA) 3,720 · 1 off
- Sumitomo Mitsui Banking Corporation 401(k) Plan (NY) 3,721 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.